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Retirement tax questions
Yes you can (and should) send the full amount to the other account. Then if you roll it into an another account. It will not be taxable and you will get credit for the withholding. You will get a 1099R for it. After you enter the 1099R it will ask what you did with it. But I’m not sure you can roll over a pension. Or is it from a 401K account? @dmertz
November 1, 2024
1:37 PM